Advisors at this firm
Matthew N
CFP®, Series 63
Pittsford, NY
High Probability Advisors, LLC
Matthew Newman is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has worked at High Probability Advisors, LLC since 2020 and previously held roles at Cadaret, Grant & Co., Inc. and Western NY Asset Management. High Probability Advisors serves individual and high-net-worth clients, as well as trusts, estates, corporations, and retirement plans, offering portfolio management and financial planning services. The firm employs quantitative, fundamental, and technical analysis to develop individualized portfolio allocations and manages approximately $1.046 billion in assets across 344 client relationships.
Stephen C
Series 63, Series 65
Pittsford, NY
High Probability Advisors, LLC
Stephen Carl is a financial advisor at High Probability Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Howe & Rusling. Outside of his advisory role, he serves as board chairman of Carl Group Enterprises, LLC, a holding company for franchise restaurant stores. High Probability Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, providing portfolio management, financial planning, and retirement-plan advisory services. The firm uses a combination of quantitative, fundamental, and technical analysis to develop individualized portfolio allocations and manages approximately $1.046 billion in assets across an eight-person team.
Michael J
CFA®, Series 63, Series 65
Pittsford, NY
High Probability Advisors, LLC
Michael Jones is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at High Probability Advisors, LLC since 2017. He has been chairman of the board of directors at Reef Consulting & Investment, Inc., a private equity investment partnership, since 2013. High Probability Advisors serves individual and high-net-worth clients, as well as trusts, estates, corporations, and retirement plans, providing portfolio management, financial planning, and retirement-plan advisory services. The firm uses quantitative, fundamental, and technical analysis to develop individualized portfolio allocations and manages approximately $1.046 billion in assets across 344 client relationships.
Jake C
Series 63, Series 65
Albany, NY
High Probability Advisors, LLC
Jake Cooper is a financial advisor at High Probability Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Manning & Napier in various roles from 2013 to 2022. Since 2022, he has been with High Probability Advisors. High Probability Advisors serves individual and high-net-worth clients, as well as trusts, estates, corporations, and retirement plans, providing portfolio management, financial planning, and retirement-plan advisory services. The firm employs a mix of quantitative, fundamental, and technical analysis to develop individualized portfolios and manages approximately $1.046 billion in assets across around 344 client relationships.
John M
Series 65, Series 66
Fort Meyers, FL
High Probability Advisors, LLC
John Mann III is a financial advisor with High Probability Advisors, LLC in Fort Myers, FL, holding Series 65 and Series 66 credentials and 16 years of industry experience. His prior roles include positions at Brighthouse Financial and Manning & Napier Investor Services, Inc. He is also the owner of Backyard Social, a food and hospitality business. High Probability Advisors serves individual and high-net-worth clients, as well as trusts, estates, corporations, and retirement plans, providing portfolio management, financial planning, and retirement-plan advisory services. The firm employs quantitative, fundamental, and technical analysis to develop customized portfolio allocations and manages approximately $1.046 billion in assets across roughly 344 client relationships.
Nikki H
Series 63, Series 65
Pittsford, NY
High Probability Advisors, LLC
Nikki Hamblin is a financial advisor at High Probability Advisors, LLC with 19 years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining High Probability Advisors, she worked at Manning & Napier Advisors and LPL Financial. She serves on the Board of Directors of Lakeland Industries. High Probability Advisors serves individual and high-net-worth clients, as well as trusts, estates, corporations, and retirement plans, offering portfolio management and financial planning services. The firm uses a variety of investment strategies, including quantitative, fundamental, and technical analysis, and manages approximately $1.046 billion in assets across 344 client relationships.
Benjamin B
CFP®
Pittsford, NY
High Probability Advisors, LLC
Benjamin Bedosky is a CFP® professional at High Probability Advisors, LLC in Pittsford, NY. He has been with High Probability Advisors since 2023 and previously worked at DeJoy & Co., Insero & Co. CPAs, and St. John Fisher University. High Probability Advisors serves individual and high-net-worth clients, as well as trusts, estates, corporations, and retirement plans, providing portfolio management, financial planning, and retirement-plan advisory services. The firm employs quantitative, fundamental, and technical analysis to develop individualized portfolio allocations and offers both discretionary and non-discretionary account management.
George M
CFP®, Series 63, Series 65
Pittsford, NY
High Probability Advisors, LLC
George Marron is a CFP® with eight years of industry experience, currently serving as an advisor at High Probability Advisors, LLC. Prior to joining High Probability Advisors, he worked at High Falls Advisors, Karpus Investment Management, and Manning & Napier in various advisory roles. In addition to his financial advisory work, Marron maintains a solo law practice. High Probability Advisors serves individual and high-net-worth clients, as well as trusts, estates, corporations, and retirement plans, providing portfolio management and financial planning services. The firm employs quantitative, fundamental, and technical analysis to develop individualized portfolio allocations and manages approximately $1 billion in assets across an eight-person advisory team.